PIMCO Inv Grade Corp. BD ETFCORPETF

13F holders, Q2 2025 (June 30)
173holders −6
8new positions
18sold out
3famous investors
$43.77avg. 13F price*

At the end of Q2 2025, 173 institutions reported holding PIMCO Inv Grade Corp. BD ETF (CORP) in their 13F filings, down 6 from Q1 2025. 8 opened new positions and 18 sold out. The largest holders were Bank of America Corp. ($175.1M), Cwm, LLC ($131.8M) and LPL Financial LLC ($81.3M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).

Company
PIMCO Inv Grade Corp. BD ETF
Filed as
PIMCO ETF TR (Q2 2025)
CUSIP
72201R817
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 158Q1 2024Q2 2024: 161Q2 2024Q3 2024: 158Q3 2024Q4 2024: 178Q4 2024Q1 2025: 179Q1 2025Q2 2025: 173Q2 2025Q3 2025: 172Q3 2025Q4 2025: 192Q4 2025Q1 2026: 198Q1 2026Q2 2026: 194Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions8$50.4M
Exits18$5.5M

All 13F filers, Q1 2025 → Q2 2025: 13,793,248 shares bought and 1,172,409 shares sold, net +12,620,839 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 173 holders

Bank of America Corp. 0.01% Reduce -4.6% 1,799,226 $175.1M
Cwm, LLC 0.46% Reduce -5.0% 1,354,031 $131.8M
LPL Financial LLC 0.03% Add +17.5% 835,200 $81.3M
Morgan Stanley 0.00% Add +6.6% 593,470 $57.8M
Allianz Asset Management GmbH 0.05% Add +1.2% 415,439 $40.4M
Great Valley Advisor Group, Inc. 0.84% New 388,600 $37.8M
RAM Investment Partners, LLC 7.78% Add +8.4% 380,738 $37.0M
OneDigital Investment Advisors LLC 0.40% Add +2.0% 370,962 $36.1M
Vickerman Investment Advisors, Inc. 4.75% Add +2.5% 227,261 $22.1M
Mokosak Advisory Group, LLC 6.23% Add +2.4% 226,609 $22.1M
UBS Group AG 0.00% Reduce -0.3% 199,411 $19.4M
XML Financial, LLC 1.41% Add +2.9% 167,470 $16.3M
Migdal Insurance & Financial Holdings Ltd. 0.17% Reduce -82.8% 150,206 $14.6M
NewEdge Advisors, LLC 0.07% Add +12.4% 144,274 $14.0M
Novem Group 1.58% Add +6.7% 128,037 $12.5M
Envestnet Asset Management Inc. 0.00% Add +20.1% 110,360 $10.7M
Alliance Wealth Management Group 2.73% Add +1.9% 110,127 $10.7M
Towercrest Capital Management 1.91% Add +1.9% 110,127 $10.7M
Bank of Nova Scotia 0.02% New 108,389 $10.5M
Royal Bank of Canada 0.00% Reduce -4.8% 106,231 $10.3M
Net Worth Advisory Group 2.10% Add +0.3% 97,552 $9.5M
McAdam, LLC 0.49% Add +2.0% 91,857 $8.9M
Fortis Capital Management LLC 1.34% Reduce -20.8% 88,715 $8.6M
Wells Fargo & Company 0.00% Reduce -7.4% 87,789 $8.5M
CreativeOne Wealth, LLC 0.21% Reduce -21.2% 81,574 $7.9M
MML Investors Services, LLC 0.02% Add +2.9% 80,536 $7.8M
Ausdal Financial Partners, Inc. 0.50% Add +0.4% 76,936 $7.5M
True North Advisors, LLC 1.37% Reduce -36.6% 73,494 $7.2M
Flow Traders U.S. LLC 0.25% Add +852.1% 70,210 $6.8M
Martin Worley Group 2.98% Add +8.3% 62,696 $6.1M
Private Advisor Group, LLC 0.03% Add +0.9% 61,577 $6.0M
Cape Cod Five Cents Savings Bank 0.55% No change 59,858 $6.0M
Avantax Advisory Services, Inc. 0.03% Add +17.4% 61,041 $5.9M
Cerity Partners LLC 0.01% Reduce -11.6% 57,561 $5.6M
Lindenwold Advisors, INC 2.90% Add +12.6% 57,420 $5.6M
Myecfo, LLC 2.74% Add +5.1% 57,316 $5.6M
Jones Financial Companies LLLP 0.00% Add +8.9% 51,186 $5.0M
Islay Capital Management, LLC 2.90% Reduce -1.8% 45,940 $4.5M
Pure Portfolios Holdings LLC 1.41% Add +7.0% 42,725 $4.2M
Parr McKnight Wealth Management Group, LLC 0.55% Add +17.4% 41,000 $4.0M
Osaic Holdings, Inc. 0.01% Reduce -8.6% 38,755 $3.8M
Cetera Investment Advisers 0.01% Reduce -9.6% 38,722 $3.8M
PAX Financial Group, LLC 0.72% Reduce -39.8% 38,558 $3.8M
JPMorgan Chase & Co. 0.00% Add +9.4% 37,601 $3.7M
Integrated Wealth Concepts LLC 0.04% Reduce -7.2% 37,566 $3.7M
Bernard Wealth Management Corp. 1.69% Add +17.2% 37,432 $3.6M
GeoWealth Management, LLC 0.13% Reduce -22.6% 34,478 $3.4M
Raymond James Financial Inc. 0.00% Add +0.7% 34,003 $3.3M
Shepherd Kaplan Krochuk, LLC 2.79% Add +0.4% 33,056 $3.2M
Susquehanna International Group, LLP 0.00% Add +229.8% 30,663 $3.0M
Baird Financial Group, Inc. 0.01% Reduce -1.1% 29,550 $2.9M
Independent Financial Group, LLC 0.08% Add +2.6% 28,427 $2.8M
Summit Financial, LLC 0.06% Reduce -3.0% 27,632 $2.7M
Sanctuary Advisors, LLC 0.02% Add +72.8% 26,915 $2.6M
Mercer Global Advisors Inc. 0.01% Reduce -6.8% 25,672 $2.5M
Elevation Capital Advisory, LLC 0.94% Reduce -15.8% 24,080 $2.3M
Ameriprise Financial Inc. 0.00% Add +8.9% 22,474 $2.2M
Security Financial Services, INC. 0.38% Add +2.3% 22,309 $2.2M
Madden Advisory Services, Inc. 0.92% Add +1.2% 22,299 $2.2M
Evensky & Katz LLC 0.13% Add +242.1% 22,231 $2.2M
Equitable Holdings, Inc. 0.02% Add +3.7% 21,691 $2.1M
Strategic Blueprint, LLC 0.09% Add +98.9% 19,238 $1.9M
Cannon Advisors, Inc. 1.48% Add +3.5% 18,947 $1.8M
Truist Financial Corp. 0.00% Add +30.3% 18,778 $1.8M
Jane Street Group, LLC 0.00% Add +44.1% 17,781 $1.7M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -9.0% 17,721 $1.7M
Farther Finance Advisors, LLC 0.03% Reduce -24.9% 17,230 $1.7M
Great Waters Wealth Management 0.21% Reduce -3.7% 16,940 $1.6M
Milestone Asset Management, LLC 0.34% Reduce -1.3% 16,365 $1.6M
Unique Wealth Strategies, LLC 0.66% Add +3.6% 16,277 $1.6M
Capital Analysts, LLC 0.05% Add +24.4% 16,243 $1.6M
DAVENPORT & Co LLC 0.01% Add +15.6% 16,191 $1.6M
Graypoint LLC 0.08% No change 15,053 $1.5M
HighTower Advisors, LLC 0.00% Add +16.4% 14,316 $1.4M
IPG Investment Advisors LLC 0.26% No change 13,750 $1.3M
First National Corp. /Ma/ 0.27% Reduce -4.7% 13,517 $1.3M
Gallacher Capital Management LLC 0.60% Reduce -4.9% 13,414 $1.3M
Kingsview Wealth Management, LLC 0.02% Reduce -1.5% 13,388 $1.3M
Financial Freedom, LLC 0.70% Reduce -1.6% 13,329 $1.3M
Signet Financial Management, LLC 0.16% Add +13.5% 12,963 $1.3M
Citadel Advisors 0.00% Reduce -72.8% 12,806 $1.2M
SYM FINANCIAL Corp 0.13% New 12,343 $1.2M
Faithward Advisors, LLC 0.18% Reduce -3.7% 12,103 $1.2M
Gotham Asset Management 0.01% No change 11,890 $1.2M
Barnes Wealth Management Group, Inc 0.67% Reduce -8.0% 11,685 $1.1M
Principal Securities, Inc. 0.02% Add +37.7% 11,084 $1.1M
GGM Financial LLC 0.61% Add +8.4% 10,755 $1.0M
PFG Advisors 0.05% Add +0.5% 10,607 $1.0M
Commonwealth Equity Services, LLC 0.00% Reduce -17.9% 10,609 $1.0M
BNP Paribas 0.03% Reduce -2.1% 10,444 $1.0M
Advisory Services Network, LLC 0.02% Add +0.5% 10,378 $1.0M
CFC Planning Co LLC 0.96% Reduce -15.7% 10,244 $997K
Allianz Investment Management U.S. LLC 0.04% No change 9,000 $876K
Cambridge Investment Research Advisors, Inc. 0.00% Add +103.1% 8,930 $869K
Stifel Financial Corp. 0.00% Add +10.8% 8,452 $822K
Arrowroot Family Office, LLC 0.35% — 8,110 $789K
Clear Creek Financial Management, LLC 0.07% Add +30.0% 7,723 $752K
Performance Wealth Partners, LLC 0.02% No change 7,392 $719K
EverSource Wealth Advisors, LLC 0.03% Reduce -34.4% 7,016 $683K
Global Retirement Partners, LLC 0.02% — 6,632 $645K
Ameritas Advisory Services, LLC 0.03% Reduce -6.8% 6,511 $634K
Allworth Financial LP 0.00% Reduce -40.0% 6,275 $611K
Focus Partners Wealth 0.00% Reduce -0.4% 6,170 $600K
Element Wealth, LLC 0.27% Reduce -7.1% 6,055 $589K
Waverly Advisors, LLC 0.01% Add +54.6% 5,674 $552K
Stonebridge Financial Group, LLC 0.05% Reduce -2.2% 5,343 $520K
Concurrent Investment Advisors, LLC 0.01% Add +22.7% 5,043 $491K
Ehrlich Financial Group 0.31% Add +24.1% 4,995 $486K
Barden Capital Management, Inc. 0.42% Reduce -5.2% 4,906 $477K
Atria Wealth Solutions, Inc. 0.01% Add +0.7% 4,764 $464K
Elyxium Wealth, LLC 0.17% Add +38.7% 4,590 $447K
Boomfish Wealth Group, LLC 0.24% Reduce -2.4% 4,354 $424K
Rialto Wealth Management, LLC 0.11% No change 4,213 $410K
Keystone Wealth Services, LLC 0.10% Reduce -2.4% 4,102 $399K
Bank of New York Mellon Corp 0.00% New 4,053 $394K
IFP Advisors, Inc 0.01% Add +51.4% 3,976 $387K
Bank of Montreal 0.00% Reduce -53.3% 3,940 $383K
Van Hulzen Asset Management, LLC 0.03% Add +1.0% 3,915 $381K
Choreo, LLC 0.01% New 3,784 $368K
TD Waterhouse Canada Inc. 0.00% No change 3,702 $359K
Moloney Securities Asset Management, LLC 0.04% Reduce -8.7% 3,035 $295K
Fisher Asset Management 0.00% Add +0.4% 3,015 $293K
Comerica Bank 0.00% Reduce -5.9% 2,946 $287K
LexAurum Advisors, LLC 0.04% Add +8.9% 2,818 $274K
Cary Street Partners Financial LLC 0.01% Add +29.5% 2,780 $271K
Keystone Financial Group 0.02% Reduce -7.4% 2,777 $270K
Cornerstone Wealth Management, LLC 0.02% Reduce -54.1% 2,777 $270K
Peak Financial Management, Inc. 0.08% Reduce -7.0% 2,775 $270K
PrairieView Partners, LLC 0.03% No change 2,729 $265K
Sequoia Financial Advisors, LLC 0.00% Reduce -10.8% 2,494 $243K
TD Capital Management LLC 0.02% Add +721.6% 2,358 $229K
Kickstand Ventures, Llc. 0.05% Reduce -5.2% 2,295 $223K
Vestmark Advisory Solutions, Inc. 0.00% Reduce -70.8% 2,191 $213K
Brookstone Capital Management 0.00% No change 2,182 $212K
Steward Partners Investment Advisory, LLC 0.00% Add +20.9% 2,145 $209K
MAI Capital Management 0.00% Add +1.4% 1,867 $182K
Vermillion Wealth Management, Inc. 0.09% Reduce -0.4% 1,834 $178K
US Bancorp \de 0.00% No change 1,475 $144K
SRH Advisors, LLC 0.04% No change 1,400 $136K
Gallagher Fiduciary Advisors, LLC 0.01% Add +9830.0% 12,924,231 $133K
Tradewinds Capital Management, LLC 0.03% Add +16.1% 1,336 $130K
National Bank of Canada 0.00% No change 1,207 $117K
Harbour Investments, Inc. 0.00% Reduce -11.7% 1,091 $106K
Private Trust Co. NA 0.01% No change 1,085 $106K
Golden State Wealth Management, LLC 0.01% Reduce -31.3% 722 $70K
Capital Investment Advisory Services, LLC 0.00% New 523 $51K
Blair William & Co. 0.00% Reduce -19.6% 389 $38K
Wagner Wealth Management, LLC 0.01% No change 375 $36K
Parkside Financial Bank & Trust 0.00% Add +1.1% 289 $28K
Bangor Savings Bank 0.00% No change 279 $27K
Front Row Advisors LLC 0.01% No change 275 $27K
Northwest Capital Management Inc 0.01% Reduce -57.6% 258 $25K
Tsfg, LLC 0.00% No change 259 $25K
Millstone Evans Group, LLC 0.02% No change 253 $25K
Kimelman & Baird, LLC 0.00% No change 247 $24K
WealthShield Partners, LLC 0.00% No change 231 $23K
AE Wealth Management LLC 0.00% Reduce -1.7% 228 $22K
WFA of San Diego, LLC 0.01% — 183 $18K
FMR LLC 0.00% Reduce -31.9% 181 $18K
Tidemark, LLC 0.00% No change 105 $10K
Future Financial Wealth Managment LLC 0.01% No change 100 $10K
Qube Research & Technologies Ltd 0.00% New 81 $8K
GPS Wealth Strategies Group, LLC 0.00% No change 50 $5K
Main Street Group, LTD 0.00% Reduce -34.9% 43 $4K
Financial Gravity Companies, Inc. 0.00% — 36 $4K
Citigroup Inc. 0.00% Add +1300.0% 28 $3K
Sound Income Strategies, LLC 0.00% Reduce -65.8% 26 $2K
Crewe Advisors LLC 0.00% New 23 $2K
Aptus Capital Advisors, LLC 0.00% No change 15 $1K
Caldwell Trust Co 0.00% No change 11 $1K
Central Pacific Bank - Trust Division 0.00% No change 10 $973
Breakwater Investment Management 0.00% No change 4 $390
CoreCap Advisors, LLC 0.00% No change 1 $97

"% of holder's portfolio" is CORP's weight in each manager's 13F, not the share of PIMCO Inv Grade Corp. BD ETF the manager owns.